I am currently testing monday for the usual trial period, trying to learn the basics and functionalities.
First I created a board for a client directory, trying to add data for each client (phone number, etc.) and assign them a person from my team. This board works great as a directory for all client information.
This is how it looks right now:
Now I want to use these clients names or pulses for a weekly planning board with calendar view, basically linking single clients to another board, depending on when they are supposed to be in a meeting, while still having the assigned team members appear.
I can’t figure it out right now and thought I’d ask if something like this is even possible without creating every client twice. Once for the directory board and once for the calendar/planning board.
Maybe someone already tried something like this.